Managing Shells

You can verify the shell properties, make changes as necessary, update status, or activate as necessary. It is recommended that you keep the company progress information up to date to reflect the ongoing status and progress of the shell.

You can also modify shell information in a shell type template and then update one or more existing shells by "pushing" the information from the template to the shells (see Updating Shells).

To open a shell

Click the tab for the shell. The shell landing page opens.

To edit an existing shell

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Company Sponsored Shells in the left Navigator; select the shell instance, and click to open the shell (from the log). The shell window opens.
  3. Click on the more menu option (the three horizontal dots icon next to My Dashboard) to open the drop-down list and click Details to open the shell Details window.
  4. Modify the shell information as necessary.

    You can modify any of the shell properties any time during the shell duration, except for the shell currency. After a shell is set up, the shell currency is locked.

    The Location picker allows you to change the location of a shell, and is accessible when you set up a shell or modify the shell details. See Location Picker Behavior for details.

    Use the Location Picker to select where the shell instance will reside. In the Location picker:

    • Find searches the current level
    • Open shows the next level of shells
    • Select completes the action
    • Location Picker will display breadcrumbs through the hierarchy
    • Work systematically from the top of the hierarchy to the bottom
    • There must be an instance of a single shell to connect to

      Note: You can use the Location picker to reorganize the shell hierarchy. The shell can move across tabs, or laterally along the hierarchy. When you move a shell instance, all of the shell data moves with the shell. If an auto-populated business process moves with the shell instance, then the auto-populated data moves with the business process. Data for the business process will be collected from the new shell location. In addition, if a child shell attribute form or a single-record BP in a child shell has been designed with linked elements, the child shell attribute data and BP data will be automatically changed to reflect the new parent shell's current attribute values.

  5. Click Save to save your changes and exit the Details window.

To deactivate an existing shell

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Company Sponsored Shells in the left Navigator; select the shell instance, and click to open the shell (from the log). The shell window opens.
  3. Click on the more menu option (the three horizontal dots icon next to My Dashboard) to open the drop-down list and click Details to open the shell Details window.
  4. On the General tab, go to the Status field and select Inactive.

    Note: If you deactivate a single instance shell (a shell that displays as a tab), you cannot access that shell again to activate it. The tab will persist, but not be accessible.

  5. Click Save to save your changes and exit the Details window.

To copy the customized user attributes from the company-level directory

You can copy (bulk) any customized user attributes from the company-level directory and paste them into the shell.

  1. Go to your company (Company Workspace) and switch to the Admin mode.
  2. In the left Navigator, click the Company Sponsored Shells node to expand it.
  3. Click Projects sub-node to open the Projects log.
  4. From the toolbar, click Export to expand the menu.
  5. Click Export Users to expand the menu, select one of the following options, and follow the prompts:
    • All Shells
    • Selected Shells

After your selection, the system will download (bulk) an Excel sheet (CSV file) with all the existing users. Click Yes, to copy the company-level directory values under the Copy Attributes column, for the shell.

If you do not click Yes, no values will be copied from the company-level directory.

To complete the importing of the values:

  1. From the toolbar, click Import to expand the menu.
  2. Click Import Users to open the file selection window.

Proceed with importing the values by uploading the Excel sheet (CSV file). The system will update (bulk) the user attributes data elements and their values.

When creating a new project or shell through the New option, you must either add users manually or through a CSV file. After creating the new project or shell, you can import the information. If you add a user manually, the Copy Attributes from Company Workspace option (in the General tab of <shell> > User Administration > Users or Groups) enables you to import the values in the Copy Attributes column of the CSV file.

If you copy user attributes values from a shell template, the shell template attributes for the Users are copied over, also.

By default, the system adds the project administrator to any newly created, or copied, shell. In this scenario, the additional attributes will not be copied.


Last Published Monday, August 28, 2023